Adopting a new CRM shouldn’t disrupt the flow of your business. With efficy,
you can rest assured. We set out to make migrating your data simple,
accurate, and fast — regardless of your industry or current solution.
We use a proven process for migration to ensure your transition to efficy CRM is smooth and headache-free. Whether your current solution is another CRM or an Excel sheet, we can import your data from any CSV or XLS file.
You get to decide what information you want to bring into efficy CRM. This a great opportunity to review your current data and ensure that everything is clean, fresh, and ready to go.
Migrating with efficy CRM’s Easy Import Wizard only takes five simple steps.
The Easy Import Wizard shows you the way — starting with how to format your data for importation. Once your data is plugged in and properly formatted, simply drag and drop your file into place, choose your import type, and map your columns into efficy CRM.
Make the specifications you want as you go, and run a simulated import first to comb through and validate your data. From there, you can import with confidence.
Are your processes and data more complex? efficy provides a service to migrate everything for you.
We’ll provide you with the template for exportation and define a clear migration strategy with you — including mapping your data into efficy CRM, establishing a time frame, and technical workshopping.
You can sit back and remain assured as we walk you through each step of the way and perform the full migration for you.
